AIFAIM

American Institute for Advanced Investment Management Portfolio holdings

AUM $153M
1-Year Est. Return 17.8%
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$584K
3
+$546K
4
INDA icon
iShares MSCI India ETF
INDA
+$494K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$408K

Top Sells

1
+$650K
2
+$507K
3
+$413K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$358K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 3.68%
3 Healthcare 3.38%
4 Industrials 3.17%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.17%
755
127
$231K 0.17%
9,545
128
$224K 0.16%
1,340
129
$223K 0.16%
1,103
130
$218K 0.16%
6,320
131
$213K 0.15%
+7,504
132
$213K 0.15%
+1,751
133
$212K 0.15%
+10,300
134
$208K 0.15%
+1,005
135
$207K 0.15%
+5,210
136
$206K 0.15%
+900
137
$205K 0.15%
+351
138
$165K 0.12%
+12,751
139
$137K 0.1%
10,211
140
$133K 0.1%
10,767
141
– –
-8,000
142
– –
-16,300
143
– –
-5,112
144
– –
-9,548
145
– –
-11,490
146
– –
-16,469
2 3 4 5
6